Team

With over 20 years of experience and expertise, Kevin guides our clients through the complex rules and regulations that come with sponsoring a retirement plan. With his extensive knowledge of and insight into 401(k), 403(b), 457(b), and nonqualified plans, he has provided plan sponsors with the tools they need to ensure that their plans are designed to meet their specific goals and objectives. It is this same knowledge and expertise that positions him as a valuable resource to CPAs, attorneys, and other benefit professionals who seek his specific guidance and perspective.

Prior to co-founding our strategic partner, Aegis Retirement Partners, Kevin was vice president of Retirement Plan Services at Summit Financial Corporation, where for 17 years he was responsible for the design, conversion, and account management for over 40 retirement plan clients.

B.S./Business Administration: University of New Hampshire

MBA: Southern New Hampshire University

Registrations: FINRA Series 7 and 66

Designations: Certified Pension Consultant, Qualified Pension Administrator, Qualified 401(k) Administrator, and Qualified Plan Financial Consultant: American Society of Pension Professionals & Actuaries